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Workbooks

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574 reviews
  • 7 profiles
  • 11 categories
Average star rating
4.3
Serving customers since
2009

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Workbooks

571 reviews

Workbooks.com delivers an intuitive, fast to implement CRM that empowers small to mid-size organisations.

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Workbooks Web Insights

1 review

Your marketing team are always on the lookout for more leads to drive growth, and your website is probably a core element of your marketing strategy. But only a small percentage of your website visitors make contact with you – many just look around and then leave. Who are those people? What are they interested in? What are they looking at on your website? Getting this information is easy with Workbooks Web Insights. Web Insights is a web analytics tool that identifies your website visitors and tracks what they are looking at (pages viewed). And all the online activities information is automatically recorded in Workbooks CRM against Organisations, Leads and People, giving you ‘in context’ actionable insights to transform your sales engagement.

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Workbooks GatorSurvey

1 review

GatorSurvey allows you to easily build surveys using a drag and drop editor. With a variety of question types and customisation options, you can create any survey for any audience. It’s the ideal tool for marketers who want genuine feedback from their employees, customers and prospects. From customer satisfaction to pre/post/live events attendee feedback, from employee engagement to market research, you can choose the question type, logic and a variety of page options to create your own custom survey and get the actionable insight you need to make better decisions and drive your business forward.

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Workbooks CPQ

1 review

Workbooks CPQ enables organisations to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately, using a guided quotation process. Workbooks CPQ is a new module in the Workbooks Suite and incorporates technology from XaitCPQ (previously BlueprintCPQ), a market leading cloud vendor of Configure, Price, Quote software. Workbooks CPQ is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

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Workbooks GatorSocial

0 reviews

GatorSocial allows you to easily manage and publish content across all your social media channels. This intuitive tool helps you to keep on top of your schedule and increase your social media presence. With a powerful Autoposter you can schedule all your content in no time, with everything sent at the optimal times, filling up any gaps in your calendar.

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MKBCloud

0 reviews

Based in the Netherlands, MKBCloud provides online CRM packages specifically for SMEs and mid market organizations. MKBCloud delivers the complete range of implementation, training and support services to deliver successful CRM projects to their customers.

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Workbooks GatorPopUp

0 reviews

GatorPopUp are easily customisable website pop-ups that you can launch in minutes. You can choose the type, format, layout and behaviour behind your popup; you can display your popup after a particular action has been performed by a website visitor – you decide. GatorPopUps appear as a box that overlays part of your website. They hold a particular message to encourage visitors toward a more important location on your site or where a call to action is waiting for them. GatorPopUps are used to generate and nurture leads by directing them onto more valuable content, drawing your visitors’ attention to the information you really want them to see, and encouraging them to take actions (register for an event, download a whitepaper, subscribe to your newsletter, opt-in to your mailing list and much more). With GatorPopUp, you can engage with your leads at the right time, catch them before they’re about to head off and push them further down the funnel.

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318
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5

Workbooks Reviews

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Profile Name
Star Rating
318
206
43
2
5
Yuvaraj h.
YH
Yuvaraj h.
02/03/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Flexible, Reliable, and Efficient Data Management

I use Workbooks for organizing and managing business data in one place, which helps me track customer information, sales activities, and internal processes efficiently. I like its flexibility and ease of use, as the platform is well-structured and customizable to business needs, making it easy to manage data without complexity. It improves collaboration, provides clear visibility across teams, and keeps everything organized and up to date. I also appreciate the customization options and reporting features as it adapts well to different business workflows, with dashboards making it easy to track performance and progress. The system is reliable, scalable, and supports smooth day-to-day operations. Furthermore, Workbooks integrates well with other tools like email, spreadsheets, and accounting software, helping to keep data consistent across platforms. It's this combination of flexibility, features, and effective support for workflows that makes Workbooks stand out for me.
Darla S.
DS
Darla S.
02/02/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Streamlined Sales Tracking with Fast Setup

I like having everything in one place to track all items, and I find the keyboard shortcuts valuable because they make inputting information fast and simple. It's also great that Workbooks has helped us immensely since we previously had no way to track our sales and bills.
#selfdreamers H.
#H
#selfdreamers H.
12/09/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Seamless Collaboration Across Devices

I like how I can use two different devices and everything shares seamlessly. This makes it easier for me to work with a partner.

About

Contact

Phone:
+44 (0) 118 3030 100
HQ Location:
Reading, Berkshire

Social

@Workbooks

What is Workbooks?

Founded by a successful team of entrepreneurs, Workbooks.com is a rapidly growing provider of web-based CRM and Business Applications.

Details

Year Founded
2009